International Assets Investment Management, LLC Wisdomtree U.S. Largecap Fund Transaction History

International Assets Investment Management, LLC

$957 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 24, 2024	BUY	$43.69 - $50.33 $2.48 Million - $2.86 Million	56,830 New	56,830 $1.13 Million
Q1 2023 Apr 19, 2023	BUY	$41.41 - $45.19 $1.93 Million - $2.1 Million	46,572 New	46,572 $2.04 Million
Q4 2022 Jan 24, 2023	BUY	$40.69 - $44.12 $259,276 - $281,132	6,372 New	6,372 $0

Others Institutions Holding EPS

# of Institutions

114

Shares Held

9.63M

Call Options Held

Put Options Held

Private Wealth Strategies, L.L.C.

1.25M
Shares

$72.4 Million
14.55% of portfolio
Private Advisor Group, LLC

982K
Shares

$56.7 Million
0.39% of portfolio
Lpl Financial LLC Fort Mill, SC

968K
Shares

$55.9 Million
0.03% of portfolio
Morgan Stanley New York, NY

901K
Shares

$52 Million
0.0% of portfolio
Fiduciary Trust CO Boston, MA

833K
Shares

$48.1 Million
0.73% of portfolio

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